Financial Analyst

About the role

The Financial Analyst will support the Financial Planning & Analysis (FP&A) function through budgeting, cost allocation, financial reporting, and analysis that informs business decisions. The role develops and monitors SWIB’s annual expense budget, analyzes financial results and key drivers, and provides timely, accurate financial information to business partners and Finance leadership. The analyst works cross‑functionally to understand performance, identify variances and trends, and improve the efficiency of FP&A processes.

Responsibilities

• Support development of SWIB’s annual expense budget, collaborating with business partners on needs, assumptions, and ongoing monitoring.
• Execute cost allocation processes, maintain allocation models, analyze methodologies, and ensure accurate cost distribution across the organization.
• Perform agency, division, and team‑level reporting and analysis of actual expenses versus budget.
• Compile and analyze data for the annual cost‑of‑management benchmarking process against industry peers.
• Assist with compensation deliverables, including incentive compensation, salary analysis, and other compensation analytics.
• Collaborate with management and stakeholders to identify and implement process improvements.
• Perform ad‑hoc projects as requested.
• Provide consultative, analytical, and partnership support to SWIB divisions and teams.

Requirements

• Bachelor’s degree in finance, accounting, business, or a related field.
• 1 + years of post‑degree work experience.
• U.S. work authorization.

Skills

• Proficiency with Microsoft Office Suite, especially Excel, including financial modeling and ad‑hoc analysis.
• Ability to efficiently analyze large data sets and develop clear, well‑supported conclusions and recommendations.
• Intellectual curiosity and a commitment to continuous learning.
• Self‑starter with strong prioritization and time‑management abilities.
• Excellent verbal and written communication skills.
• Strong relationship‑building and collaboration across teams and divisions.
• Results‑oriented with a focus on efficient processes and continuous improvement.
• Adaptability to a fast‑paced, changing environment and ability to multitask.
• Attention to detail, strong work ethic, and commitment to excellence.

Benefits

• Competitive total cash compensation based on AON (formerly McLagan) industry benchmarks.
• Comprehensive benefits package.
• Educational and training opportunities.
• Tuition reimbursement.
• Challenging work in a professional environment.
• Hybrid work environment with flexibility to work remotely.

Pay

Competitive total cash compensation, benchmarked against industry standards by AON.

Schedule

Hybrid remote work policy: staff may work remotely but are required to maintain a weekly presence in the office, with frequency based on distance from the office. Relocation reimbursement is available for moves to the Dane County area.